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North Personal Super and Pension



North is the multi-award winning wealth management solution from AXA that enables you to invest with confidence in superannuation, pension, and ordinary savings.

Importantly, we can guarantee your investment against loss. With turbulent markets this is a distinct advantage. This is a time of caution and capital preservation. Simultaneously, it is a time to seek the right opportunities. With North, you can do both.

North offers two flexible investment plans for Australians who are either planning their superannuation or currently in retirement:
1. North Personal Superannuation, and
2. North Personal Pension

We offer two forms of guarantee:

Protected Investment guarantee*

  • guarantees to return the value of your original investments over 5 or 7 years
  • for investors who seek to insure their accumulated wealth over the short term

Protected Growth guarantee*
  • guarantees both the value of your original investments and additionally, any market growth on those investments. Any growth is locked in annually, with available guarantee terms of 10, 15 and 20 years.
  • for investors who want to invest in higher return assets without the associated risk, or simply want peace of mind over the longer term.

For more information, go to North Online.

*Subject to terms and conditions. Please refer to the North Guarantee Product Disclosure Statement - Part B for more information.


Product Information
North (Part A) - Personal Superannuation and Personal Pension North (Part A) - Personal Superannuation and Personal Pension
North (Part A)  - Additional Information North (Part A) - Additional Information
North (Part B) - Protected Growth guarantee North (Part B) - Protected Growth guarantee
North (Part C) - Investment Options North (Part C) - Investment Options
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Client Overview Brochure Client Overview Brochure
Case study - Superannuation Case study - Superannuation
Case study - Planning retirement Case study - Planning retirement
Case study - Pension Case study - Pension
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The above information does not replace the full description or terms and conditions of the product. You are advised to read the product disclosure statement (PDS) in relation to this product carefully before deciding if this product is appropriate to your needs. Application can only be made by completing an application form contained in a current PDS. Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598 Trustee: N.M. Superannuation Pty Ltd ABN 31 008 428 322 AFS Licence No. 234654.

 
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